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the chartered institute for securities & investment educational trust

The charity supports children and young people, other charities or voluntary bodies, and other defined groups. The Chartered Institute For Securities & Investment Educational Trust is a registered charity whose purpose is education and training. It delivers its work by making grants to individuals. The charity is based in London and operates in England And Wales, India, and various other locations.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

Activities & Mission

The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.

Fundraising

See where The Chartered Institute For Securities & Investment Educational Trust is active and find local fundraising opportunities.

Financial Information

Latest Income
£8,095
Latest Expenditure
£310,036

Financial Efficiency

Overall Efficiency 3830.0%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 3830.0%
Expenditure as % of income

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2022£276,806£159,3680 / 0
2021£257,131£213,9280 / 0
2020£166,984£212,1560 / 0

Staff column shows: Employees / Volunteers